Wealth Enhancement Advisory Services
USLM icon

Wealth Enhancement Advisory Services’s United States Lime & Minerals USLM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Sell
3,276
-440
-12% -$51.1K ﹤0.01% 3102
2026
Q1 		$504K Sell
3,716
-1,279
-26% -$154K ﹤0.01% 2313
2025
Q4 		$636K Buy
4,995
+305
+7% +$37.8K ﹤0.01% 2298
2025
Q3 		$581K Buy
4,690
+668
+17% +$77.1K ﹤0.01% 2244
2025
Q2 		$422K Buy
4,022
+494
+14% +$48.3K ﹤0.01% 2353
2025
Q1 		$312K Buy
3,528
+1,643
+87% +$171K ﹤0.01% 2420
2024
Q4 		$250K Buy
+1,885
New +$239K ﹤0.01% 2525

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's USLM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its United States Lime & Minerals (USLM) stake by 12% in Q2 2026, selling an estimated $51.1K and leaving 3,276 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.

Wealth Enhancement Advisory Services first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q4 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,276 shares of United States Lime & Minerals worth $331K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 440 United States Lime & Minerals shares in Q2 2026, an estimated $51.1K.
  • United States Lime & Minerals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3102 holding.
  • Wealth Enhancement Advisory Services first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's United States Lime & Minerals position peaked at $636K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.